Hybrid Retirement Plan Account Manager

Transamerica; Knoxville (TN); Hybrid; USD 52,000 - 62,000; Full time

Job summary

Transamerica is seeking a dedicated Account / Relationship Management professional to provide exceptional retirement plan administration support for TAG clients. You will respond to inquiries, conduct research, and collaborate with Client Executives to strengthen relationships and ensure timely, accurate service.

Strong communication and MS Office proficiency are essential in a hybrid work environment. The role emphasizes ownership, proactive problem solving, and professional client

Qualifications

• Bachelor’s degree in a business field or equivalent education/experience.
• Three years of customer relationship experience, including one year of retirement or financial services industry experience.
• Knowledge of daily administration of retirement plans
• Excellent relationship management and ability to communicate with clients in a professional manner, orally and in writing
• Effective presentation, influence and negotiation skills
• Ability to align behaviors and work to Transamerica’s Future Fit Culture, which includes Acting as One, Accountability, Agility, and Customer Centricity
• Proficiency using MS Office tools, including Excel

Responsibilities

• Manages client relationships with ownership and accountability.
• Research complex inquiries and provide timely responses.
• Maintain strong time management and organizational skills to meet client needs.
• Collaborate with internal partners to resolve issues and retain clients.
• Provide accurate information that meets quality metrics and expectations.
• Lead client meetings and support onboarding of new account managers.
• Identify opportunities to improve processes and share feedback with management.

Skills

Relationship management

Communication

Time management

MS Excel

Education

Bachelor’s degree in a business field or equivalent

Tools

Salesforce

P3

Workplace Platform

AQT

Job description

Transamerica is seeking a dedicated Account / Relationship Management professional to provide exceptional retirement plan administration support for TAG clients. You will respond to inquiries, conduct research, and collaborate with Client Executives to strengthen relationships and ensure timely, accurate service.

Strong communication and MS Office proficiency are essential in a hybrid work environment. The role emphasizes ownership, proactive problem solving, and professional client